Financial Architects (New Jersey)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-35
| Closed | -$7K | – | 1305 |
|
|
2018
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q4 | $7K | Hold |
35
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 1139 |
|
|
2016
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 1099 |
|